If you have customers who are exempt from sales tax—such as resellers or nonprofit organizations—you'll need to take two steps to ensure they're not charged tax when checking out in Stripe using the TaxCloud integration.

If you have customers who are exempt from sales tax—such as resellers or nonprofit organizations—you'll need to take two steps to ensure they're not charged tax when checking out in Stripe using the TaxCloud integration.

# Step 1: Mark Customers as Tax-Exempt in Stripe

Start by identifying which customers should be exempt from sales tax.

1. In Stripe, locate the customer.
2. Edit the customer’s details.
3. Under **Tax information**, select **Exempt**.
   ![Tax information](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/4e83cb9a-5c2e-4b61-8569-ccface76898f/d6a10e9c-1a03-494c-82d3-fb6e9d44abb5/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIAUPPN5IL36BKBPZVQ%2F20260526%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260526T035924Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEKj%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMiJIMEYCIQDx7z0hZl%2F48N00vGSJKqQrhFF%2Fh5URxqbnlFZ6gq%2BdzgIhAPLcIRXtXmWnivVn%2FDsJD3hGcL1McHs5qRKcExA1o27ZKt0FCHEQAhoMMzA4MTI1OTc1Mjg3Igwf90lB2KOw9h6Qv80qugUuER1LK%2BJ4PuW00O9Tmgcjmz3Dou%2Bqgjuh06Y8CTLX%2FZM59BYkiHcPpuoJO3sIpn%2BaiPDrnDbqrZ9J3YBDvkXx1tKd4nXzJB76U7cv1G70Bc0NkFrfI05Dx2yWbWcMUipTw1KwTzHB0pNR2iKKqA%2BMNF83fQ1Qypn734WzvX8pouBR6NvFZQ5uOX8xtyuzOnhaiA5UM2iVLqyV52zu2BcYB8rPPPX%2FMor%2Fbj%2BPWN%2Bio47wyAvlV7lmGNnU5k%2BOcmp0ZejKRmCKxP9R%2FHjHaBi0K4wdGqoams4hHqm8ObQ39wWkEjoIm33gJTyTtm4SCOIY1gw9TKmTyASHVe4jN54L9GrIpb0wiI%2F6KHOaUpukwYp7d8PblW6MGlLW%2FSrVlcVTmdjrnnt7jKJBDylGIiBTC5IaOAUd9nV0ApqKu6SuTfvwJCe751jKfF0AFGW4Nlk6CsAC3w14PgfZxUhGJF7t11chrXrZHx6k5dvAVEi2PHnNBVjn3Eg0gzy4TGuvHA4Mk9mh6PcUEKabzB7EKvYKWEG9a6FNqIScnQlvXm4c%2F6uearENElCYDCQrBPIp%2Fn1RCx752H%2FoALnGLVBL9usKntFcbujeyOkFwL5r3Cd%2BrPYYZt%2BGNnm6iUdQ5BVv2DrHsMOkjHcqCD%2FCOZD4mcwVz3x5i5wIXYN329sm8cwqa75ktK1pPSX1rkn19G25f6AEJg0sOFg76dXSLKnnnlbpqTAGh1zNQtV943EF9fzs4USlHkbKRPYgX%2FQzguJ1Z2EIc3lagoQFcYW%2FajpkDU%2Bc0NCt994uwfZZeiRMc6JndI6lsatOEe1w%2BvU8dSnMxX9EZsPIZe2wtRa9nILqLj0Puuk%2FEQNP%2FxFJ9whuIRtt8sKNRVHABfwcL3ngRywaBOolGDLHBLHN6wjdABR6p%2FJDxi1ZnzE2GQEybDC9vNPQBjqPATSJh5rYVOG8N8Nsvp33eKPAiRLCeHXs%2BjqN0d%2FaNHOU6HrjW6Q9HLNFP20g8pHktjK%2FdyRZCgAZkH6ItyqAQ%2FvOjXNr7TcrODfJ6wfZkllJ4B1Svu%2FRyAQf79aY6tTINVIUXvK4rnD75BZqfykYeuLIGjNudRBDcaYLNMbQ0y6SrrfbU4k5a6VUBlnA3O9A&X-Amz-Signature=740b2453c61a4759fc3502daadc5358ee956223456a6318a5c6edfb89d0b36a7&X-Amz-SignedHeaders=host&response-content-disposition=attachment&x-amz-checksum-mode=ENABLED&x-id=GetObject)
4. Under Details on the right, record the **Customer ID**.
   ![Customer Details](https://brainfish-storage-prod.s3-accelerate.amazonaws.com/uploads/4e83cb9a-5c2e-4b61-8569-ccface76898f/064aebdf-10f8-40de-a052-f06fe378eab5/image.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIAUPPN5IL36BKBPZVQ%2F20260526%2Fus-east-2%2Fs3%2Faws4_request&X-Amz-Date=20260526T035924Z&X-Amz-Expires=3000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEKj%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLWVhc3QtMiJIMEYCIQDx7z0hZl%2F48N00vGSJKqQrhFF%2Fh5URxqbnlFZ6gq%2BdzgIhAPLcIRXtXmWnivVn%2FDsJD3hGcL1McHs5qRKcExA1o27ZKt0FCHEQAhoMMzA4MTI1OTc1Mjg3Igwf90lB2KOw9h6Qv80qugUuER1LK%2BJ4PuW00O9Tmgcjmz3Dou%2Bqgjuh06Y8CTLX%2FZM59BYkiHcPpuoJO3sIpn%2BaiPDrnDbqrZ9J3YBDvkXx1tKd4nXzJB76U7cv1G70Bc0NkFrfI05Dx2yWbWcMUipTw1KwTzHB0pNR2iKKqA%2BMNF83fQ1Qypn734WzvX8pouBR6NvFZQ5uOX8xtyuzOnhaiA5UM2iVLqyV52zu2BcYB8rPPPX%2FMor%2Fbj%2BPWN%2Bio47wyAvlV7lmGNnU5k%2BOcmp0ZejKRmCKxP9R%2FHjHaBi0K4wdGqoams4hHqm8ObQ39wWkEjoIm33gJTyTtm4SCOIY1gw9TKmTyASHVe4jN54L9GrIpb0wiI%2F6KHOaUpukwYp7d8PblW6MGlLW%2FSrVlcVTmdjrnnt7jKJBDylGIiBTC5IaOAUd9nV0ApqKu6SuTfvwJCe751jKfF0AFGW4Nlk6CsAC3w14PgfZxUhGJF7t11chrXrZHx6k5dvAVEi2PHnNBVjn3Eg0gzy4TGuvHA4Mk9mh6PcUEKabzB7EKvYKWEG9a6FNqIScnQlvXm4c%2F6uearENElCYDCQrBPIp%2Fn1RCx752H%2FoALnGLVBL9usKntFcbujeyOkFwL5r3Cd%2BrPYYZt%2BGNnm6iUdQ5BVv2DrHsMOkjHcqCD%2FCOZD4mcwVz3x5i5wIXYN329sm8cwqa75ktK1pPSX1rkn19G25f6AEJg0sOFg76dXSLKnnnlbpqTAGh1zNQtV943EF9fzs4USlHkbKRPYgX%2FQzguJ1Z2EIc3lagoQFcYW%2FajpkDU%2Bc0NCt994uwfZZeiRMc6JndI6lsatOEe1w%2BvU8dSnMxX9EZsPIZe2wtRa9nILqLj0Puuk%2FEQNP%2FxFJ9whuIRtt8sKNRVHABfwcL3ngRywaBOolGDLHBLHN6wjdABR6p%2FJDxi1ZnzE2GQEybDC9vNPQBjqPATSJh5rYVOG8N8Nsvp33eKPAiRLCeHXs%2BjqN0d%2FaNHOU6HrjW6Q9HLNFP20g8pHktjK%2FdyRZCgAZkH6ItyqAQ%2FvOjXNr7TcrODfJ6wfZkllJ4B1Svu%2FRyAQf79aY6tTINVIUXvK4rnD75BZqfykYeuLIGjNudRBDcaYLNMbQ0y6SrrfbU4k5a6VUBlnA3O9A&X-Amz-Signature=a4132a374291122ecfba5fbb2b31ae46b335dff1bae6948f6da3ab58f4068a13&X-Amz-SignedHeaders=host&response-content-disposition=attachment&x-amz-checksum-mode=ENABLED&x-id=GetObject)

# Step 2: Upload Exemption Certificates to TaxCloud

In addition to marking customers as exempt in Stripe, you must also upload valid exemption certificates to TaxCloud for compliance. TaxCloud requires a valid exemption certificate on file for each exempt customer in order to report the transaction as exempt to the state(s).

We offer a guide that shows you how to upload exemption certificates manually:

👉 [How to Upload an Exemption Certificate in TaxCloud](/doc/how-to-add-an-exemption-certificate-to-taxcloud-xfuUNu2Qnq)

* When you add the certificate, be sure to select your Stripe connection.

* Enter the Stripe **Customer ID** you copied previously.



How to Mark Customers Tax Exempt in Stripe

Updating to TaxCloud's new Shopify App (June 2024)

Shopify Reporting FAQ

Connecting TaxCloud to Shopify

How to Mark Customers Tax Exempt in Shopify

Shopify

Why do my TaxCloud orders have Fallback rates in BigCommerce?

Connecting TaxCloud to BigCommerce

Marking a Customer Exempt in BigCommerce

Upgrading from the Legacy BigCommerce Integration

BigCommerce

How to connect my Odoo store to TaxCloud

How to Connect my TaxCloud Account to Odoo Sale (Loyalty)

How To Connect my TaxCloud Account to Odoo Sale (Loyalty) - Delivery

How to Connect my TaxCloud Account to Odoo eCommerce

How to Connect my TaxCloud Account to Odoo Sale

How to Connect my TaxCloud Account to Odoo Amazon/TaxCloud Bridge

How to Connect my TaxCloud Account to Odoo TaxCloud & Subscriptions

Upgrading TaxCloud Modules in Odoo

Odoo

Connecting TaxCloud to WooCommerce

Enabling Exemptions In TaxCloud for WooCommerce

How to Configure WooCommerce Order Capture Behavior with TaxCloud

Understanding WooCommerce Integration Modes

How to Download Debug Logs in TaxCloud for WooCommerce

How to Enable Rate Limiting in TaxCloud for WooCommerce

WooCommerce

Troubleshooting QuickBooks Online Tax Calculation Errors

QuickBooks Online Integration: How to Resolve a Missing Account, Product Code, or Sales Tax Item Error

Managing your QuickBooks Online Product Catalog TICs in TaxCloud

How the QuickBooks Online Integration Works

Preparing Your Invoice for Accurate Tax Calculation

Calculating Sales Tax on QuickBooks Online Invoices

Managing Invoices with Multiple Payments in Quickbooks (Real-Time Integration)

Calculating Sales Tax on QuickBooks Online Sales Receipts

Calculating Sales Tax on Estimates

Calculating Sales Tax on Credit Memos

Calculating Sales Tax on Refund Receipts

Managing Exempt Customers in TaxCloud for QuickBooks Online

Changing the Sales Tax Display Mode for QuickBooks Online

Connecting TaxCloud to QuickBooks Online

QuickBooks Online

Connecting TaxCloud to Adobe Commerce or Magento

Marking Customers Exempt in Adobe Commerce

Adobe Commerce & Magento

Connecting TaxCloud to Chargebee

Chargebee

Connecting TaxCloud to Miva

Miva

Building a direct API integration with TaxCloud

Video: How to add or disable an integration

How to Add and Manage Integrations in TaxCloud

Reviewing and Submitting an Exemption Certificate

Building a custom API connection with TaxCloud

General Integrations

Connecting TaxCloud to Stripe (Private Preview)

Stripe

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Integrations

TaxCloud Onboarding Webinars

What is TaxCloud's Premium Trial?

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**How to Download Debug Logs in TaxCloud for WooCommerce**

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How to Update My New Business Address With The States?

Best Practices for your TaxCloud Account

Verify Your TaxCloud Account is Complete for Calculations

How to Enable & Disable Tax Collection in a State

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Video: How to complete your TaxCloud Business Profile

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How to Close Your TaxCloud Account and Cancel Subscription

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How to create a TaxCloud account?

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How Payment Methods Are Used For Billing and Tax Funding

How do I change my default payment method?

How to Add a Payment Method in TaxCloud

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Account and Billing

Understanding the difference between TaxCloud Starter and Premium Plans

Changing your TaxCloud Subscription Plan

Fee Schedule: Understanding TaxCloud Fees

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What are API calls and what do they do?

Where to Find Your API Credentials

TaxCloud System Status

TaxCloud's APIs

What happens if I go over my allotment of orders?

What is an order in TaxCloud?

Understanding the Minnesota Delivery Fee

How to Speak to a member of each state's DOR

Does TaxCloud collect the Colorado Retail Delivery Fee (CO RDF)?

How do I find my Merchant Number?

What Services Does TaxCloud Provide?

Is TaxCloud collecting Illinois Retailer's Occupation Tax (ROT)?

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How to Speak to a Member of Each State's Tax Authority or Department of Revenue

Can TaxCloud help with my State Income Taxes?

What are Home Rule States?

Understanding Nexus Threshold Calculations

General

How to Add an Exemption Certificate to TaxCloud

How to Upload Exemption Certificates in Bulk

What is an Exemption Certificate?

Exemptions and Certificates

TaxCloud Audit Support Overview

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Does TaxCloud Handle Sales Tax License Renewals?

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How to register in a new state and obtain my Sales Tax License

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When To Forward a State Notice to Taxcloud

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How to Import Partial Refunds via CSV

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How to Upload Transactions via CSV

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How to Troubleshoot CSV Upload Errors

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How to Manually Add a Transaction

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Tax Concepts